17 Roles and Permissions
Use PortSIP Roles and Permissions to provide role-based control over the functions accessible to your users. Each role includes a set of permissions that defines how much of the PortSIP PBX a user can access.
PortSIP PBX offers four ready-to-use, standard roles for common positions, such as administrator, and user that come with the appropriate permissions already defined. For more specialized needs, you can easily create your own custom roles and specify the permissions you want. You can use both standard and custom roles with your users.
Benefits of Roles and Permissions
Onboard new users faster, and with fewer errors
Save time and effort by associating new users with roles from the start. With roles, you no longer have to set up each new user one by one, manually applying the same permission set over and over to each user as you add them into the system. Roles can be created for functions or positions in the company with all the appropriate permissions built in.
Four standard, ready-to-use roles make it a cinch to quickly grant the right level of system access to many users at the same time, virtually eliminating the errors that can happen when permissions are set individually.
Use bulk upload options and templates to conveniently update and assign roles to users across the entire organization.
Incorporate stronger security and controls over user access to the system
Role-based access controls act like an extra layer of security to help you enforce company security policies by giving you complete oversight into which permissions are in use. With roles, the same level of access is unilaterally given to every user assigned to that role, greatly reducing the chances of producing outlier users with unauthorized levels of access.
Custom roles support countless permission combinations, extending your range of granular control over how users can access PortSIP PBX features. For each role, you can select the precise permissions you want to grant, and update your selections at any time.
Roles give you the flexibility to respond quickly to business needs. You can remove or add roles as you need them or modify existing ones to match new requirements.
Easily delegate administrator activities with admin roles
Use admin roles to distribute administrative responsibilities among select users across your team or organization.
Assign admin roles for specific functions, like billing tasks or tenant management, while restricting administrator-level changes to other parts of your PortSIP PBX.
Custom admin roles, constructed with more granular permissions, can help you easily delegate specialized authority or jurisdiction to other admins.
What are the four standard roles?
There are two admin roles and two user roles. Each role has appropriate permissions already included. The roles are:
System Admin: Access to all PortSIP features and apps, with the highest permissions
Tenant Admin: Access to tenant scope settings and user settings only
Standard (International): Access to their own user settings and international calling
Standard: Access to their own user settings and domestic calling
How do custom roles work?
You can create custom roles for every business need, from company-level positions to specialized functions or jurisdictions. For each role, select the permissions you want the role to have, such as access to phone settings but not to others. Keep adding permissions until you reach the limit of features you want the role to access. Now, whenever you have a user who requires the same set of permissions, you can assign that role to the user, without having to select the permissions all over again.
Predefined User Roles and Permissions
There are 5 predefined roles — those with a built-in set of permissions that can be readily assigned by administrators. Permissions granted to these roles cannot be modified.
Standard is assigned to new users by default.
To view the predefined roles, sign in to the PBX Web portal, then go to Advanced > Roles.
List of User Permissions
Permissions determine access and the ability to modify functions and features in products such as the Web Portal. Administrators may allow users to enable changes to these products by granting them permissions. You may also grant permissions to users to change a specific feature. You may want to modify permissions if, for example:
A user needs to access or modify user information for other users.
A user needs to manage the SIP trunk.
To access permissions:
Go to the Web portal and sign in.
Click on the menu Advanced > Roes, then double-click a role. Permissions are listed in the page.
Some permissions depend on other permissions, and can’t be disabled until other permissions have been disabled first.
General
The voicemail access permissions.
Trunk
Let the user manage the SIP trunk.
Company
The permissions for managing the tenant.
Company Call Log
Features
Phone System
User Management
User Call Log
Call Policies
Analytics
Billing
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